DIMENSIONAL US VTOR EQTY ETF (DXUV) Institutional Ownership Changes & 13F Activity

DIMENSIONAL US VTOR EQTY ETF (DXUV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Citigroup Inc, Goldman Sachs Group Inc, Mml Investors Services, Llc, and Beacon Pointe Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Beacon Pointe Advisors, LlcBuy+32,362+4.3%785,013$52.20MQ2 2026Aug 18, 2026
Pure Financial Advisors, LlcBuy+7,456+3.2%238,448$15.86MQ2 2026Aug 17, 2026
E-Wealth Partners, LlcSell-1,889-4.9%36,389$2.42MQ2 2026Aug 17, 2026
Switchpoint Financial Planning, LlcBuy+1,235+7.8%17,034$1.13MQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+45,45645,456$3.02MQ2 2026Aug 14, 2026
American TrustBuy+6,051+2.3%268,870$17.88MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+208+9.2%2,477$165.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+7070$4.67KQ2 2026Aug 14, 2026
Financial Plan, Inc.Buy+26+0.2%13,692$910.52KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+1818$1.19KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+44$266.00Q2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-3,535-18.9%15,122$1.01MQ2 2026Aug 13, 2026
Ubs Group AgBuy+991+404.5%1,236$82.19KQ2 2026Aug 13, 2026
Horizon Investments, LlcBuy+2121$1.40KQ2 2026Aug 13, 2026
Cloud Capital Management, LlcBuy+12+0.3%4,576$304.00KQ2 2026Aug 13, 2026
Ep Wealth Advisors, LlcBuy+2,0282,028$134.88KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+723+1.4%51,847$3.45MQ2 2026Aug 12, 2026
Shepherd Financial Partners LlcBuy+15,20315,203$1.01MQ2 2026Aug 10, 2026
Financial Harvest, LlcBuy+13,938+18.8%87,949$5.85MQ2 2026Aug 10, 2026
Triad Wealth Partners, LlcBuy+3,8453,845$265.38KQ2 2026Aug 10, 2026
Vestia Personal Wealth AdvisorsBuy+403+1.9%21,209$1.41MQ2 2026Aug 10, 2026
Mml Investors Services, LlcSell-43,932-58.5%31,154$2.07MQ2 2026Aug 07, 2026
Stage Harbor Financial, LlcBuy+16,037+21.1%92,079$6.12MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+7,8777,877$523.85KQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Buy+1,4651,465$97.42KQ2 2026Aug 07, 2026
Fifth Third BancorpBuy+668668$44.42KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+106,712106,712$7.10MQ2 2026Aug 03, 2026
Citigroup IncBuy+57,48957,489$3.82MQ2 2026Aug 03, 2026
Bip Wealth, LlcBuy+3,626+14.4%28,851$1.92MQ2 2026Aug 03, 2026
Bcr Wealth Strategies, LlcSell-6,070-0.8%782,808$52.06MQ2 2026Jul 31, 2026
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Frequently asked questions about DXUV activity

  • Which institutional owners are buying DXUV?

    Institutional owners buying DXUV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DXUV activity?

    "Buy" means an investor increased their reported position in DXUV compared to the prior reporting period. This reflects growing exposure to DIMENSIONAL US VTOR EQTY ETF (DXUV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DXUV increasing?

    Institutional interest in DXUV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.